Random #1
This Target Market was the most recent to be discontinued on BOP.
What is a Convenience Store?
Multiple reasons can be entered on a cancel notice. True/False.
What is true?
Select cancel reason. Use what is on the cancel request. If there are multiple reasons indicated on the bottom section of the form, select Company Request and type all that apply in the Cancellation Description box in CPS.
Exceptions:
-If Cancellation Reason “06 - Cancel Due to Credit History” is marked either alone or in conjunction with other reasons, this reason must be selected in CPS as there is special wording that is required and programmed for this reason.
-If the cancel/non-renewal reason is Agent Termination we never type anything in the cancel/non-renewal description box.
If a policy contains both an Associate level class and an Underwriter level class, it is sorted to the Underwriter. True/False.
All class codes listed must be reviewed - once an UW level class is found, can sort to UW.
This is the person agents should be transferred to for help completing an appraisal/RCE (replacement cost estimator) in Core Logic.
Who is Cori Henkle - EXT 8097
This is the name of the upcoming corporate event on August 6th.
What is Fair Frenzy?
This is the date of the Presidential Pool Party hosted by Jeff and Renee Menary.
What is July 25th?
Jeff and Renee Menary are hosting their annual Grinnell Mutual pool party at the Grinnell Mutual Aquatic Center (120 8th Ave W, Grinnell) on Thursday, July 25, from 7-8:30 p.m.
Admission is free, so bring your whole family! The concession stand will be open, but you’ll be responsible for any purchases. No registration needed - just show up!
All non-pay cancels need to be processed, even if there is a RNST form in the file. True/False.
What is true?
Billing needs record of each time a policy is "cancelled" for non-payment of premium. Even if they are being reinstated.
Requests for $2mil/$4mil limits on GL sort to the Associate. True/False.
What is false?
All requests for $2mil/$4 mil limits go to the UW.
Non pay rewrites should have billing approval before being transferred to the Associate or UW. True/False.
What is true?
Transfer agents to billing first when they are calling in about a non-pay rewrite/reinstatement request. Billing will confirm or deny the rewrite/reinstatement eligibility and then reach out to an UW or Associate UW regarding underwritings portion of the approval. – Agent Phone calls doc updated in SharePoint 6/27/24
This is the amount of time we should allow for a response to an RFI.
What is 2 weeks?
Agent RFI task is used in OnBase. One week is given for the first request. One week is given for the second request. If no response after the second request – RFI should be sent to UW as no response for them to follow up on. Assistants should not call the agent if no response is received on the RFI through OnBase.
Instructions that lead to what kind of tables were recently revised in the manual audit instructions?
What is premium discount factors?
Login to Reference Connect (you will need your login information)
Home page > NCCI (under Publishers) > Workers Comp-2001 Basic Manual > Countrywide > Appendix A:
Audit should be ordered on all WC policies, regardless of the length of the policy term. True/False.
What is False?
Do not order audits on non-pay cancels and on policy terms that were less than 3 months.
Associates handle all $2mil Umbrella requests. True/False.
What is False?
$2mil Umbrellas sort to the UW. Agents are not allowed to quote $2mil limits - higher limits will be indicated in the app comments.
This is the number of days where our ACD calls totaled above 75.
What is 5?
6/4
6/5
6/21
6/25
6/27
Assistants no longer have to email manual audit requests. True/False.
What is TRUE!!!!!!!
Use the "Create audit request" form in OnBase to create a manual audit request.
Review process with team.
What is true?
Review both the mailing and location on each change. If they were the same prior – do both need to be updated? We are seeing PIC errors where slight differences between mailing and location address is present.
Only the first name listed on a Partnership/Joint Venture policy has the legal authority to cancel. True/False.
What is true?
If the entity is a Partnership or a Joint Venture, the cancel must be signed by the first named insured. If it is not, send an info email in OnBase with the following wording “In order to proceed with the requested cancellation for this Partnership/Joint Venture, Grinnell Mutual requires the cancellation request to be signed by the first named insured. Please send the completed form to uwemail@grinnellmutual.com.” Add a note to the cancel document in OnBase that says “Not signed by first name insured – info email sent XX/XX” and process with no trans.
An account previously written with a Grinnell agent is being re-written with a new Grinnell agent and the same customer ID and billing account was used. This setup was handled correctly. True/False
What is False?
When an account is rewritten with a different agent, a new customer ID and billing account number should be created.
DAILY DOUBLE!!! This is the number of total phone calls received on the assistant ACD line for the month of June (must be within 50 calls).
What is 1410? Must be within 50 to get points :)
May - 1631
April - 1632
March - 1719
Assistants should question adding user selected conditional forms. True/False.
What is true?
If assistants have to user select a conditional form on doc management, they should question why it didn’t conditionally attach. Most forms like these have coverages that need attached. Have also asked the UW’s to add a “$” to change requests where it is known that the requested form/coverage includes a charge.
This is the threshold for CPN variances on auto where we need to notify the agent VIA OnBase informational email.
What is $10,000?
If you receive a request to add a unit to an auto policy and the CPN indicated by the agent is $10,000 or more than what pulls in CPS we will add the unit with the CPN from CPS and send an Info email in OnBase with the following wording:
“Per your request to add “year, make, model of unit” we will use the system generated Cost Price New which is considerably lower than the CPN provided. If there is permanently attached equipment or modifications to the unit, please send the information and value to uwemail@grinnellmutual.com to be accounted for.”
This cancel reason cannot be combined with any other reason due to the special wording that is programmed.
What is "06 - Cancel Due to Credit History" on cancels or "Does Not Meet UW Guidelines - Due to unacceptable financial information" on nonrenewal?
Name a state has an additional step on their SOS website to view officers/members.
What is Iowa, Illinois, Missouri, and South Dakota?
Review revamped SOS website document.
This is the number of days in June where 0 RONA's were recorded.
What is 3?
Total number of RONA's for the month of June was 46.
This new guideline needs to be referred to UW for approval - hint think energy efficiency.
What is solar panels?
Sort guidelines update – anything solar panel related needs to go to the UW for review/approval. There is also a URB on this topic as well.